Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,207
New
Increased
Reduced
Closed

Top Buys

1
+$6.55B
2
+$3.96B
3
+$2.47B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.24B
5
PFE icon
Pfizer
PFE
+$2.12B

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Healthcare 8.32%
3 Energy 8.22%
4 Industrials 8.11%
5 Financials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$1.71M ﹤0.01%
+49,166
2577
$1.71M ﹤0.01%
+83,397
2578
$1.7M ﹤0.01%
+129,517
2579
$1.7M ﹤0.01%
+430,540
2580
$1.7M ﹤0.01%
+77,780
2581
$1.69M ﹤0.01%
+29,209
2582
$1.69M ﹤0.01%
+195,124
2583
$1.69M ﹤0.01%
+82,066
2584
$1.69M ﹤0.01%
+890,164
2585
$1.69M ﹤0.01%
+53,244
2586
$1.69M ﹤0.01%
+53,257
2587
$1.69M ﹤0.01%
+123,246
2588
$1.69M ﹤0.01%
+228,769
2589
$1.68M ﹤0.01%
+35,000
2590
$1.68M ﹤0.01%
+16,195
2591
$1.68M ﹤0.01%
+238,741
2592
$1.68M ﹤0.01%
+120,856
2593
$1.68M ﹤0.01%
+70,422
2594
$1.67M ﹤0.01%
+228,111
2595
$1.67M ﹤0.01%
+168,420
2596
$1.67M ﹤0.01%
+89,632
2597
$1.67M ﹤0.01%
+222,221
2598
$1.66M ﹤0.01%
+83,208
2599
$1.66M ﹤0.01%
+12,347
2600
$1.65M ﹤0.01%
+42,394
102 103
104
105 106